Summit Group Retirement Planners, Inc.

Financial ServicesPennsylvania, United States2-10 Employees

Summit Group Retirement Planners was founded with the goal of serving employer's and employees as specialists in qualified retirement plans. We’ve provided among the most comprehensive and personal service available, thus earning a reputation for excellence in our industry.  We strive to create the ultimate retirement planning experience one relationship at a time.  We are a CEFEX Certified Firm and adhere to the fiduciary best practices when serving our clients.

At a macro level, we collaborate with employers on the design, installation, communication and investment over-site of their qualified retirement plans. We focus on maintaining a compliant plan, serving as 3(21) Co-Fiduciaries or 3(38) Investment Managers with the plan sponsor, and partnering with the appropriate Recordkeeper and Third Party Administrator (TPA) to create a unique personalized experience for their retirement program. 

At a micro level, employee education is a critical component of our service model. We help prepare employees for their eventual retirement by reviewing their deferral rates and discussing strategies to increase them over time.  Providing a personalized and targeted level of service also differentiates our approach.  

Finally, we provide access to investments at their institutional share class, which delivers a lower cost investment program without sacrificing investment performance. Therefore, this provides a significant savings to the plan which translates to reduced fees for participants, helping them to accumulate more assets in their account.

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